Kristian Heugh

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Kristian Heugh
Morgan Stanley Investment Fund
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Manager profile

Kristian Heugh is the Head of the Global Opportunity Team, Managing Director, and Co-CIO of Counterpoint Global, where he leads global and international investing. He joined Morgan Stanley in 2001 and has 20 years of investment experience. Previously, Kristian was a co-portfolio manager of a technology strategy and an international equity strategy while a member of the Global Research Group, working closely with Counterpoint Global. Prior to that, he was a technology analyst for MSIM's Sector Rotation multi-cap growth strategies. Kristian received a B.A. in economics from Duke University and holds the Chartered Financial Analyst designation.

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Kristian Heugh is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 14 years

+12.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Kristian Heugh	28.5	-7.3	45.1	76.9	254.8
Peer Group Composite	17.5	8.5	40.4	50.5	124.1
Over / Under	11.0	-15.8	4.7	26.4	130.7

Total return for Kristian Heugh

Discrete calendar year performance : Kristian Heugh

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Kristian Heugh	28.5	13.3	-37.3	10.1	39.8	22.9	-0.8	28.3	30.9	19.4
Peer Group Composite	17.5	4.3	-11.8	24.9	3.6	10.2	-2.8	12.5	26.6	4.6
Over / Under	11.0	9.0	-25.5	-14.8	36.2	12.7	2.0	15.8	4.3	14.8

Performance vs peer group composite: Kristian Heugh

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

8 years

out of a possible 10

Overall markets

Underperformed peer group composite

2 years

out of a possible 10

Rising markets

Outperformed peer group composite

7 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MS INVF Global Opportunity	Lead manager	FO Equity - International	since Nov 30 2010 to present
MS INVF Asia Opportunity	Co-managed	FO Equity - Asia Pacific ex Japan	since Mar 18 2016 to present
MS INVF Europe Opportunity	Co-managed	FO Equity - Europe inc UK	since Apr 14 2020 to present